Female Investors

Managing household finances, investing in what you value, taking breaks in your career, even overcoming pay gaps. We understand where you’re coming from, because we’ve been there.

You’re the ruler in your life, let us help you dominate your finances.

Women have been wearing the perverbial “pants” of family finances for decades, and Wall Street is finally starting to recognize it. We’re so happy to see our needs and voices represented in the greater arena, but here at BWM, our focus on serving women isn’t a trend, we’ve been doing it all along.

We’re proud to be female-owned and operated in an industry where only 27% of professionals are women.* For almost three decades, we’ve been helping women navigate their unique and diverse financial planning needs, whether they’re the head-of-household or in partnership.

There’s a lot you dont have to articulate when you collaborate with us. Like why everything you feel about the future changed when you held your child for the first time, or why financial independence means so much to your identity after a divorce. You don’t even have to explain why your annual girls’ trip is non-negotiable in the budget (we agree!). We get it, because we get you. And we’ve got your back.

Women have longer life expectancies than men - a factor that can greatly affect retirement and healthcare planning and budgeting.

A majority of women (even in partnerships) are actively and effectively managing household finances, yet only 55% say they feel confident in their abilities to manage money.

Women control 51% of all personal wealth in the United States today.

Women are better savers than men - putting away roughly 9% of their salary on average, even after earning only 82 cents on every dollar their male counterparts make.

Did you know…?*

“Money and women, they’re the two strongest things in the world”

-SATCHEL PAIGE

get started today

*Sources: zippia.com 2021 ♦ https://www.cnbc.com 2022 ♦ FA-mag.com 2020 ♦ DOL.gov 2022 ♦ visualcapitalist.com 2019 (latest data available)